Lofty by Codex Solutions International

lofty is an ai powered platform for real estate professionals, offering tools for marketing, lead generation, and crm integrating lofty with make com enables seamless automation of real estate workflows, improving efficiency and client management for agents and brokers this is ai generated content based on official lofty documentation the content may still contain errors—please verify important information if you have questions, contact lofty directly how to get support on lofty lofty is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=lofty\&app slug=lofty community\&app unique id=lofty 8s0zha requirements to use the lofty app in make, you must have an active lofty account and either an api key or oauth 20 credentials, create your account on lofty app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect lofty and {{product name}} to get started, you must first create a connection between lofty and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,api key oauth2 0 instructions you need to obtain your access token login to your lofty account using your credentials refer to the lofty oauth2 0 documentation to obtain your access token api key instructions you need to obtain your api key from your lofty account login to your lofty account using your credentials navigate to the settings section go to the integrations option select the api section locate and retrieve your api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=lofty\&app slug=lofty community\&app unique id=lofty 8s0zha create the connection in {{product name}} log in in your make account , add the lofty module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your lofty or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page lofty modules after connecting to the lofty app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a new lead​ adds a new lead to your selected system, allowing you to capture and store important details about a potential customer or client get permission profiles​ retrieve a list of permission profiles available in your account, allowing you to view and manage the different sets of permissions assigned to users get user organization​ retrieve details about the organization that a specific user belongs to get a lead by id​ retrieve detailed information about a specific lead using its unique id search for leads​ find leads by searching your crm or database for contacts or potential customers that match specific criteria you set update agent company​ the "update agent company" module allows you to modify the details of an existing agent's company you can use this module to update information such as the company name, address, or other relevant company data associated with a specific agent templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} lofty resources you can have access to more resources related to this app on the following links lofty topics on make community lofty website lofty documentation lofty api documentation lofty page on make